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Home » Understanding businesses » Page 4

Category: Understanding businesses

At Good Investing Talks, we try “understanding businesses”. Learn more about our episodes with business builders and CEOs.

How does Spotify win the creators, Jeremy Deal?

How does Spotify win the creators, Jeremy Deal?

13. December 202112. February 2025

This is the final part of our discussion about the future of Spotify. Here you can find all our Spotify interviews. In this discussion with Jeremy Deal and Sleepwell Capital,

JDP Capital Management, Spotify
How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

How does Spotify become the audio platform, Sleepwell & Jeremy Deal?

13. December 202110. February 2025

This is the second part of our discussion about the future of Spotify. Here you can find all our Spotify interviews. In this discussion with Jeremy Deal and Sleepwell Capital,

JDP Capital Management, Spotify
How well is Spotify positioned in the audio market, Jeremy Deal?

How well is Spotify positioned in the audio market, Jeremy Deal?

1. November 202110. February 2025

In this talk, we are doing a deep dive into the audio market and the position of Spotify in it. You can find all the interviews in our Spotify archive.

JDP Capital Management, Spotify
Karsten Schlageter – How are you building the energy future at ABO Wind?

Karsten Schlageter – How are you building the energy future at ABO Wind?

19. October 202110. February 2025

Renewable energies are booming. With Karsten Schlageter, a board member of the renewables’ developer ABO Wind, I discussed the developer’s business model. You can find additional interviews in our ABO

ABO Energy
Why are you investing in Carvana stock, Clifford Sosin?

Why are you investing in Carvana stock, Clifford Sosin?

21. September 202110. February 2025

In early May 2019, I did a series of interviews with Clifford Sosin of CAS Investment Partners in Westport. In this part of the interview, we talked about shorting and

CAS Investment Partners
David Nangle, will Creditas be a ten-bagger for VEF?

David Nangle, will Creditas be a ten-bagger for VEF?

26. June 20218. February 2025

I had the pleasure to interview David Nangle of VEF. Here you can find the full video of the interview and the transcript. This conversation is also available on the

VEF AB
Greggory Warren, how is Berkshire Hathaway’s culture?

Greggory Warren, how is Berkshire Hathaway’s culture?

6. June 20218. February 2025

This video on Berkshire Hathaway was recorded in November 2019 but it isn’t outdated – as well as this transcript. It gives you a lot of insights about Berkshire Hathaway,

Berkshire Hathaway
Per Brilioth at VNV Global – the tech investor you never heard of

Per Brilioth at VNV Global – the tech investor you never heard of

25. March 20218. February 2025

The CEO of VNV Global, Per Brilioth, was interviewed in March 2021. Here you can find the transcript of our full interview: Per Brilioth’s biggest mistakes during his time at

Climate Investing, VNV Global
Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO

13. March 20218. February 2025

Tom Gayner is the Co-CEO of Markel. In this talk, we have discussed the business of Markel Corporation, how Tom allocates capital and how Tom builds his portfolio. [00:00:00] Tilman

Markel
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?

23. February 202120. April 2025

With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo. Here you can find the video and

Crossroads Capital, Nintendo

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